What are the responsibilities and job description for the Investment Analyst position at Brewer Morris?
Position: Investment Analyst
Location: Westport, Connecticut
About the Company: A growing firm in the financial services sector, offering opportunities to contribute to its development as part of a small team.
Salary: $110,000 - $130,000 with bonus potential
Key Responsibilities
- Lead deal processes and due diligence activities for fund investments; present findings to management and investors.
- Monitor and review active fund investments and manage operational aspects.
- Analyze data from multiple sources to support structuring, risk assessments, and new opportunities.
- Build relationships with service providers to manage fund operations.
- Develop and maintain dashboards for fund and service provider performance tracking.
- Assist with investment reporting and risk management across funds.
- Prepare and deliver executive-level reports.
Requirements
- BA/BS in Business Administration, Finance, Economics, or a related field.
- Minimum 5 years of experience in financial services.
- Detail-oriented with exceptional analytical and critical thinking skills.
- Ability to work independently and articulate complex matters clearly.
- Effective time management skills and adaptability to multitask.
- Proficiency in Microsoft Office, especially Excel; knowledge of VBA and SQL is advantageous.
- Strong communication skills for internal and external purposes.
Type: Full-time
Salary : $110,000 - $130,000
